Notícias

Louis Carbonneau: IP isn't an afterthought in the knowledge economy. It's core to Canadian sovereignty

The AI boom has made Big Tech richer, bigger, and suddenly much hungrier for cash.

Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.

Recent interest in Zoom Communications (ZM) is centering on its push toward artificial intelligence, highlighted by hiring former Microsoft executive Russell Dicker as Chief Product Officer and launching the Solopreneur 50 program for AI-powered one person businesses. See our latest analysis for Zoom Communications. Those AI announcements have landed alongside strong recent momentum, with a 30-day share price return of 28.97% and a 30.05% year to date share price return. The 1-year total...

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

IREN (NASDAQ:IREN) used its fiscal third-quarter earnings call to highlight a rapid expansion in AI data center capacity, a new long-term customer agreement with NVIDIA, and continued progress in shifting its business mix away from Bitcoin mining and toward AI Cloud services. Strategic focus: conve

Big Tech’s record $725bn AI investment strategy is beginning to strain the resources of America’s largest companies, leaving them with less cash...

IREN Limited (NASDAQ: IREN) shares jumped 27% to $72.28 during after-hours trading on May 7, The move came after the company closed the prior session down 6.77% at $56.85. At press time, the stock had pulled back slightly to $69.45, still up 21.55%. The catalyst was a new strategic ...

Since its earliest beginnings, Microsoft (MSFT) has positioned itself at the center of technological transformation, and innovations like MS-DOS, Microsoft Office, subscription software models, and Azure cloud infrastructure have created significant wealth for investors. According to Fortune, if ...

If you had to put every dollar you own into a single stock and not touch it for 10 years, what would you pick? That simple question sparked a massive discussion on a value investing forum, and while dozens of...

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and NVIDIA Corporation (NASDAQ:NVDA) ranks 7th on this list. NVIDIA Corporation (NASDAQ:NVDA) remains the dominant force in AI, but several specific headwinds have led some social media stock experts to the conclusion that the […]

ServiceNow is extending its AI Control Tower governance into Microsoft Agent 365, connecting governance across Agent 365 and Copilot Studio. PanTerra is rolling out enterprise telephony, SMS/MMS, and business continuity features directly inside Microsoft Teams. These moves deepen Microsoft's role as a central platform for managing AI agents and resilient communications across large organizations. For investors watching NasdaqGS:MSFT, these partnerships sit alongside a share price of $413.96...

The software giant impressed across the board in its latest quarter, but a closer look at how its underlying growth is comprised tells a more complicated story.

Invesco QQQ Trust (NASDAQ:QQQ) and Invesco NASDAQ 100 ETF (NASDAQ:QQQM) track the same Nasdaq-100 index, yet they serve different investor wallets. With QQQ closing at $694.94 and QQQM at $286.12 on May 7, 2026, the real question is which wrapper fits how you actually invest. Same Index, Two Different Asset Bases QQQ is the heavyweight. ... Why Invesco NASDAQ 100 ETF’s Lower Fee Quietly Outperforms Invesco QQQ Trust for Buy-and-Hold Investors

Management commentary on recent earnings calls highlighted that more than just memory is facing supply constraints.

Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers’ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI and Anthropic. ‘Total Mirage’ In Cloud Revenues Recent data reveals a staggering...

Vanguard Total Stock Market ETF (NYSEARCA:VTI) and iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) both promise the entire investable US equity market in a single ticker. Yet the index each fund tracks, the issuer behind it, and the fee structure differ in ways that matter once you commit real capital. With volatility now ... iShares Core S&P Total U.S. Stock Market ETF’s 0.03% Fee and BlackRock Scale Face Off Against Vanguard Total Stock Market ETF’s Structural Advantages

You are being shown one number. Mark Zuckerberg told 8,000 Meta employees in early May that their jobs were a casualty of the company’s AI infrastructure budget. Amazon has cut roughly 30,000 roles in the last five months. Microsoft has shed about 125,000 through “voluntary” departures. Alphabet is in the middle of an ongoing 1,500. ... Tens of Thousands of Tech Workers Are Being Laid Off in 2026. The $725 Billion That Replaced Them Is Going to Four Companies.

Insightful Analysis of Diamond Hill Capital (Trades, Portfolio)'s First Quarter 2026 13F Filing

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Nebius Group N.V. (NASDAQ:NBIS) ranks 2nd on this list. Nebius Group N.V. (NASDAQ:NBIS) is attracting interest from finance influencers on social media because of the sheer scale of the company’s order book with […]

Yahoo Finance's Tech Editor Dan Howley joins Josh Lipton on Market Domination to discuss Anthropic's (ANTH.PVT))partnership with SpaceX (SPAX.PVT).

Stocks (^GSPC, ^DJI, ^IXIC) are taking a breather after notching record highs yesterday, while the 30-year Treasury yield (^TYX) edges closer to 5%. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the key market moves investors should be watching.

Investing.com -- Broadcom (NASDAQ:AVGO) shares fell 4% Thursday afternoon following a report that its AI chip deal with OpenAI has encountered an $18 billion financing obstacle.

The Nasdaq-listed fund offers exposure to Canton Coin, native token of the privacy-focused institutional blockchain network.

Data center growth pressures climate commitments

S&P 500, Nasdaq Hit All-Time Highs as Risk Appetite Roars Back

Microsoft Stock Surges as AI Discipline and Cloud Strength Fuel Investor Optimism

JPMorgan’s new guidelines urge caution about how employees use prediction markets, but they stop short of a ban.

21Shares lists Canton Network ETF as TCAN on Nasdaq, with retail signals catching up to the chain's institutional dominance.

IREN (NASDAQ: IREN) reports fiscal Q3 results after the close today. The numbers should look strong, but the real story sits behind them: a Microsoft contract ramp, a freshly energized Sweetwater campus, and a just-announced acquisition that reshapes the business. From Mining Roots to a Full-Stack AI Neocloud Last quarter’s $184.7M revenue report missed the ... Don’t Focus Too Heavily on IREN’s Q3 Today — Look at What Comes Next